See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,790 | $44,960-40.4% | $84,966-68.5% | $74,495-64.0% |
| Participation rate | 35.1% | 49.4%-14.3pp | 67.5%-32.4pp | 67.2%-32.1pp |
| Annual return | 11.92% | 26.24%-14.3pp | 66.38%-54.5pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,249 | $2,731-54.3% | $4,519-72.4% | $4,346-71.3% |
| Admin fee / account holder | $552 | $2,209-75.0% | $6,149-91.0% | $1,942-71.6% |